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Agenda Details

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Friday, November 2, 2007
2:10 PM - 3:10 PM

FAFN: Operations, Client Services & Adviser Services

Speaker(s)
Kathy Sutherland Chief Compliance Officer, First Affirmative Financial Network
Julie Ramm

Description
Join an informal conversation with Kathy, Julie and other FAFN staff to learn how to conduct operations, open accounts and understand reports in the most effective and efficient ways possible. (This is a repeat of the Thursday session.)

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